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Lawsuits in Florida: Financial Exploitation of the Elderly

Uncategorized Mar 8, 2019
post about Lawsuits in Florida: Financial Exploitation of the Elderly

Unfortunately, probate litigators and guardianship attorneys are seeing more and more litigation involving elderly people being taken advantage of by caretakers, power of attorneys, family members, etc. These cases often involve a POA who does not act in the best interest of the person under his or her care. Did you know that financial exploitation of the elderly is also a crime? A recent Fourth DCA opinion, Johnson v. State of Florida, discusses a case where a woman takes advantage of her elderly neighbor. 

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POA Misuse and Financial Exploitation of an Elderly Person

Uncategorized Mar 7, 2019
post about POA Misuse and Financial Exploitation of an Elderly Person

Frequently, financial exploitation of the elderly cases involve someone abusing or misusing a power of attorney (POA).  For example, we often see caretakers or greedy family members taking advantage of an elderly person by unduly influencing the elderly person to make them his or her POA. Once the POA is obtained, the caretaker or family member uses the POA to withdraw funds from the elderly person’s account ,or uses the POA to change the beneficiaries on the elderly person’s bank accounts. If you are looking to learn more about POA misuse and financial exploitation in Florida, you should read a recent Fourth DCA opinion, Johnson v. State of Florida. 

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Fiduciary Duties and Financial Exploitation of the Elderly

Uncategorized Mar 7, 2019
post about Fiduciary Duties and Financial Exploitation of the Elderly

Probate and guardianship lawyers know that financial exploitation of the elderly is, unfortunately, happening throughout South Florida. There are both civil and criminal remedies for Financial Exploitation in Florida. Financial Exploitation is taken very seriously. It is important to be aware of financial exploitation so that it doesn’t happen to you, or a loved one who may be suffering from Alzheimer’s or Dementia. Many times, the elderly are exploited by someone who is close to them and that they trust. That person may have a fiduciary duty with the victim or even be a family member.  What is a fiduciary duty? Does a probate lawyer have a fiduciary duty to his client? You may want to read about a Las Vegas lawyer who may have financially exploited his clients.

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How Do Florida Probate Courts Determine What Constitutes Undue Influence?

Uncategorized Mar 6, 2019
post about How Do Florida Probate Courts Determine What Constitutes Undue Influence?

Florida probate lawyers know that a will should reflect the actual intent of the party that drafted it. So what happens when a caretaker or adult child exercises undue influence over a testator in Florida? Florida will contest lawyers may be able to set aside a will for lack of testamentary capacity, duress or fraud. Do you know how long you have to file a will contest in Florida?

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In Florida, Does a Ward Have the Right to Marry?

Uncategorized Feb 14, 2019
post about In Florida, Does a Ward Have the Right to Marry?

Are you worried that your incapacitated father will marry his twenty year old girlfriend, leaving you nothing to inherit? Does your friend of parent have a court appointed guardian? Are they a Ward? Does a Ward have a right to marry in Palm Beach or Delray Beach? How can the right to marry be taken away? You may want to read Smith v. Smith.

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What Formalities Are Required to Execute a Valid Florida Will?

Uncategorized Feb 14, 2019
post about What Formalities Are Required to Execute a Valid Florida Will?

West Palm Beach probate lawyers and trust litigators know that there are certain formalities that must be met when executing a Florida will. What are these formalities? Does a Florida will need to be in writing? Does there need to be a formal signature? Does an estate planning lawyer have to prepare the will or can you prepare a will at home? You need to read Florida Statute 732.502.  

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Can a Guardian Amend a Ward’s Trust?

Uncategorized Jan 30, 2019
post about Can a Guardian Amend a Ward’s Trust?

In Florida, guardians are appointed to care for people who cannot take care of themselves. Guardianship lawyers West Palm Beach know that the person a guardian protects is called that guardian’s ward. What are the duties of a guardian? In Florida, can a guardian amend award’s trust? Can a guardian make himself or herself the trustee of a ward’s trust?

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What is Formal Notice Under the Florida Probate Rules?

Uncategorized Jan 22, 2019
post about What is Formal Notice Under the Florida Probate Rules?

What is Formal Notice under the Florida Probate Rules? When is formal notice required? What should Palm Beach probate and guardianship lawyers know about formal notice? What are the requirements of serving formal notice on someone? Is formal notice required under the Florida Probate Rules to seek personal liability against a Florida trustee? 

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